Microsoft CEO Satya Nadella sharing his thoughts on the post-COVID-19 world

Microsoft CEO Satya Nadella: 10 Thoughts on the Post-COVID-19 World

May 1, 2020
How is Microsoft—the world’s most-influential enterprise-tech company—thinking about the future of business? Where does CEO Satya Nadella see the post-COVID-19 world headed? Where are the opportunities, the traps and the possibilities? Nadella touched on all of these subjects in this week’s fiscal Q3 earnings call as Microsoft, the #1 company on my Cloud Wars Top
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Cloud Wars 2020 cloud revenue projections

Microsoft & Amazon Lead Top 5 Beyond $150 Billion in Cloud Revenue in 2020

April 30, 2020
Despite the massive economic toll being wrought by COVID-19, Microsoft’s strong Q1 cloud-revenue growth indicates that the 5 largest cloud vendors could defy the pandemic’s impact and generate cloud revenue of $150 billion in 2020. This is admittedly a totally speculative endeavor, but I think it’s worthwhile given the vast uncertainty about what’s in store
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Cloud Wars logo, showcasing analysis of COVID-19 impact on cloud growth

Will COVID-19 Tank Cloud Revenue for Microsoft, Amazon, Google, IBM?

April 17, 2020
How hard will the COVID-19 crisis hit the cloud growth rates of six Cloud Wars Top 10 vendors with Q1 earnings coming out soon: #1 Microsoft, #2 Amazon, #4 Google, #5 SAP, #7 IBM, and #9 ServiceNow? Cloud Wars Top 10 Rankings — Apr. 13, 2020 1. Microsoft — Bogus “775% surge” went from fake news
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cloudwars

Microsoft Pushes Fake News then Lame ‘Correction’ re Bogus 775% Surge

April 3, 2020
Yes, we all make mistakes, and yes, right now is a particularly stressful time—I get all that. So the fact that Microsoft recently made an error—a remarkably huge error—in a blog post describing the supposedly superb resilience of its cloud services is understandable. Deeply embarrassing, given the nature of its error, but understandable. Because, as we’ve
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The logo for Microsoft Teams, which is growing by millions of users per day

WFH Revolution Making Microsoft Teams Global Phenomenon; Millions Added Daily

March 24, 2020
As the work-from-home and learn-from-home revolutions take hold across the globe in the wake of COVID-19, Microsoft Teams collaboration software could be growing more rapidly than any enterprise application in history. Let me state the perfectly obvious up front. A global pandemic is an incredibly unwelcome and unwanted trigger for such a phenomenon. No one
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Portrait of Microsoft CFO Amy Hood

Microsoft Is #1 in the Cloud, and CFO Amy Hood Is Bullish on the Future

March 6, 2020
Speaking at an investors conference earlier this week, Microsoft CFO Amy Hood offered a range of insights into the company’s strategy while calling out particularly strong performances “across each of our cloud properties” and in Windows for security. In a Q&A session with Morgan Stanley lead software analyst Keith Weiss, Hood consistently expressed her optimism
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Frame from a Microsoft teams TV ad, part of its recent marketing blitz

Microsoft Launches Marketing Blitz as Teams Blows Past 20 Million Users

February 20, 2020
Eager to capitalize on the “phenomenal” adoption of its Teams collaboration suite, Microsoft has kicked off an aggressive TV-advertising campaign for Teams to overcome low awareness for both the category and the suite itself. In the context of the Cloud Wars, this is a powerful move. Teams and Office 365 Commercial have become high-volume on-ramps
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